Emily S. Chan - Ameriprise Financial Services, LLC

We are very happy that Emily is managing our financial investments. She has provided wonderful service, and has gone above and beyond our expectations. Specifically, she introduced tax-beneficial investments after we sold our primary residence. Her depth of knowledge and attention to our needs continues to give us peace of mind about our financial situation. We highly recommend Emily.
Apr 8th, 2022

Great service and performance.
Feb 9th, 2022

Having Emily as a financial adviser was a mind opener for us. She is so knowledgeable and helped us to open so many financial opportunities to help to diversify and grow our wealth. Emily is very professional, but also very nice person to work with. I would highly recommend her services.
Feb 6th, 2022

Emily is so efficient and on top of everything even during the end of the year busy time! She is extremely responsive and just a pleasure to work with. I am so grateful to have her assistance for my finances as she has already helped me exponentially in my short time working with her.
Jan 23rd, 2022

I interviewed several financial advisors when I was moving to Marin and wanted a local advisor. I chose Emily & am so glad I did! In the short time shes been overseeing my finances Ive been very impressed. She made some changes to my portfolio that were very positive. Shes proven herself to be very responsive & hands on. I have real confidence in her and her ability to manage my finances.
Dec 30th, 2021